Skip to Main Content
Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Categories Document Storage
Created by John Wilkins
Created on Dec 4, 2023

Quotations don't save to the server yet all other sales documentation does save automatically.

It seems really strange and inconsistent that all documents which are produced in SOP, except quotations save automatically when printed/emailed. Please could quotations also save automatically too?

Idea Benefit Improved document management
How do you solve for this problem today? Documents are manually saved which takes time and risk of them not being saved in correct folder which could prevent access for other people to view them.